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Most contract notebook computer makers enjoy shipment growth in May

2012/06/09 18:41:50

Taipei, June 9 (CNA) Most local contract notebook computer makers enjoyed growth in shipments for May largely on the back of launches of new models, defying slowing global demand amid the escalating debt crisis in the eurozone, market sources said Saturday.

Quanta Computer Inc., the world's largest notebook computer ODM service provider, witnessed its May shipments rise 12.5 percent from a month earlier to 4.5 million units.

Boosted by higher notebook computer shipments, Quanta's consolidated sales for May rose 6.8 percent from a month earlier to NT$72.68 billion (US$2.43 billion). However, the May figure fell 15.9 percent from a year earlier.

The company said shipments for the second quarter of this year are expected to rise 5-10 percent from the first quarter.

Rival Compal Electronics Inc. reported shipments for May reached about 3 million units, higher than the 2.7 million-2.8 million units recorded in April, saying despite the month-on-month increase in shipments, the May figure still missed earlier expectations.

Compal said shipments in June are expected to climb further on the possibility that supply of Intel's Ivy Bridge processors will be returning to normal to boost production.

It added the presence of new notebook computer and tablet computer models are likely to stir up buying interest this month.

In May, Compal posted NT$51.58 billion in consolidated sales, up 2.2 percent from a month earlier.

However, market analysts said there are doubts that Compal will reach its goal to boost notebook computer shipments for the second quarter of this year by 15 percent from a quarter earlier.

For its part, Inventec Corp. said its sales for May were boosted by rising buying interest caused by new launches from Hewlett-Packard's commercial ultrabook computer models and Lenovo's introduction of all-in-one models to the market.

Inventec's May sales jumped 50.13 percent from April and also rose 15.57 percent from a year earlier to NT$30.4 billion, the highest level since October 2011.

However, Wistron Corp. said shipments for May fell to 2.3 million units from 2.5 million recorded a month earlier due to deferred launches of certain models, which also had an impact on shipments in April.

Wistron said the company has been in a transition period for the past two months, but it expected shipments for June to recover to more than 3 million units.

The company said while shipments for the second quarter may fall slightly from the first quarter at the worst or stay little changed from the previous quarter, it has left unchanged its shipment estimate of 38.40 million units for 2012.

(By Han Ting-ting and Frances Huang)
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